MGFZX Mutual Fund

MGFZX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+1.15%
3 Months
+21.29%
6 Months
+9.15%
YTD
+8.74%
1 Year
-16.54%
3 Years (annualized)
-4.26%
5 Years (annualized)
-5.34%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+8.97%
vs Peers
-0.23%

MGFZX Mutual Fund Performance

MGFZX performance across multiple time periods: 1-month 1.15%, YTD 8.74%, 1-year -16.54%, 3-year -4.26%, 5-year -5.34%, 10-year 4.63%.

MGFZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

MGFZX performance comparison shows side-by-side returns with another fund. MGFZX alternatives are available in the Mutual Fund Screener.